AA

Apriem Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
-$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Sells

1 +$26.5M
2 +$9.04M
3 +$8.69M
4
COP icon
ConocoPhillips
COP
+$3.41M
5
PDI icon
PIMCO Dynamic Income Fund
PDI
+$3.41M

Sector Composition

1 Healthcare 9.05%
2 Communication Services 8.45%
3 Technology 7.3%
4 Financials 6.76%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$32K 0.01%
2,200
252
$31K 0.01%
700
253
$31K 0.01%
1,000
+300
254
$31K 0.01%
553
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$30K 0.01%
384
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256
$30K 0.01%
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257
$30K 0.01%
3,000
258
$30K 0.01%
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259
$30K 0.01%
1,132
+257
260
$30K 0.01%
400
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261
$29K 0.01%
150
262
$29K 0.01%
387
+87
263
$29K 0.01%
2,000
264
$29K 0.01%
2,000
265
$28K 0.01%
704
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$27K 0.01%
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267
$27K 0.01%
501
268
$27K 0.01%
1,350
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$26K 0.01%
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$26K 0.01%
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$26K 0.01%
1,000
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272
$26K 0.01%
100
273
$26K 0.01%
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274
$26K 0.01%
1,000
275
$25K 0.01%
300